BLACK BRIDGE ADVISORS, LLC
Firm details
- Headquarters
- WOODS CROSS, Utah
- CRD number
- 330047
- Website
- blackbridgeadvisor.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals77.87%
- HNWI22.13%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Black Bridge Advisors, LLC is a small independent registered investment adviser focused on providing financial planning and discretionary portfolio management to individuals, families and small businesses. The firm appears to favor pooled vehicles and third‑party managers over direct security selection: its reported asset mix is concentrated in public mutual funds and similar public pooled funds, and it supplements those positions with fixed‑income instruments and insurance products when appropriate. Services are delivered under a mix of fee arrangements — percentage of assets under management, hourly and fixed fees — which allows flexibility for one‑off planning work as well as ongoing advisory relationships. The firm’s activity profile indicates it acts as an investment manager for both individuals and business entities and has relationships that include serving as an adviser or sponsor and as a general partner or managing member of pooled vehicles. Black Bridge Advisors, LLC is not marked as an ESG‑focused manager and operates as a single‑state adviser per its reported filing.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds91%
- Exchange Traded Equities6%
- Cash & Cash Equivalents3%
Contacts
1 of 1MATT JOHNS
Managing PartnerCRD 5837970
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WOODS CROSS, UT
DAVIS
Location
WOODS CROSS, UT
Headquartered in WOODS CROSS, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- DAVIS
- Address
- 2262 S 1200 W
- Time zone
- MT (UTC-7)
- Office locations
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